Civic Intelligence

Olympic View Elementary School Parent Teacher Association

990 • Fiscal year 2018 • EIN 23-7194120

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

504 NE 95th StSeattle, WA 98115

(206) 252-5500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

41%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

7.4%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$158,935

Up $45,899 (+41%) from 2017

Net Assets

Up

$158,935

Up $45,899 (+41%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$194,342

Up $13,426 (+7.4%) from 2017

Expenses

Down

$148,443

Down $31,067 (-17%) from 2017

Net Income

Up

$45,899

Up $44,493 (+3165%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $116,362Liabilities 2011: $0Net Assets 2011: $116,3622011Assets 2012: $125,289Liabilities 2012: $0Net Assets 2012: $125,2892012Assets 2013: $118,676Net Assets 2013: $118,6762013Assets 2014: $125,828Net Assets 2014: $125,8282014Assets 2015: $117,885Net Assets 2015: $117,8852015Assets 2016: $111,630Net Assets 2016: $111,6302016Assets 2017: $113,036Liabilities 2017: $0Net Assets 2017: $113,0362017Assets 2018: $158,935Liabilities 2018: $0Net Assets 2018: $158,9352018Assets 2019: $173,470Liabilities 2019: $0Net Assets 2019: $173,4702019Assets 2020: $167,960Net Assets 2020: $167,9602020Assets 2021: $164,441Net Assets 2021: $164,4412021Assets 2022: $195,158Liabilities 2022: $0Net Assets 2022: $195,1582022Assets 2023: $317,854Liabilities 2023: $0Net Assets 2023: $317,8542023Assets 2024: $244,759Liabilities 2024: $0Net Assets 2024: $244,7592024

Highlighted filing

2018

Assets$158,935
Liabilities$0
Net Assets$158,935

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $124,435Expenses 2011: $142,400Net Income 2011: -$17,9652011Expenses 2012: $136,3462012Revenue 2013: $146,791Expenses 2013: $153,404Net Income 2013: -$6,6132013Revenue 2014: $126,652Expenses 2014: $119,500Net Income 2014: $7,1522014Revenue 2015: $121,822Expenses 2015: $129,765Net Income 2015: -$7,9432015Revenue 2016: $137,175Expenses 2016: $143,430Net Income 2016: -$6,2552016Revenue 2017: $180,916Expenses 2017: $179,510Net Income 2017: $1,4062017Revenue 2018: $194,342Expenses 2018: $148,443Net Income 2018: $45,8992018Revenue 2019: $183,907Expenses 2019: $169,372Net Income 2019: $14,5352019Revenue 2020: $122,492Expenses 2020: $128,624Net Income 2020: -$6,1322020Revenue 2021: $48,612Expenses 2021: $52,131Net Income 2021: -$3,5192021Revenue 2022: $103,665Expenses 2022: $72,948Net Income 2022: $30,7172022Revenue 2023: $266,824Expenses 2023: $144,128Net Income 2023: $122,6962023Revenue 2024: $133,526Expenses 2024: $206,621Net Income 2024: -$73,0952024

Highlighted filing

2018

Revenue$194,342
Expenses$148,443
Net Income$45,899
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$237,178
Mission and Program Overview

Mission

The OVPTA provides financial and volunteer support while building community so our students are challenged to reach their full intellectual, social, emotional and physical potential and to develop as thoughtful citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$88,642$88,687▲ $45
Cash and Non-Interest-Bearing Accounts$24,394$70,248▲ $45,854
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$113,036$158,935▲ $45,899
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$113,036$158,935▲ $45,899
Total Net Assets Fund Balance$113,036$158,935▲ $45,899
Total Liabilities and Net Assets / Fund Balance$113,036$158,935▲ $45,899
Compensation and Service Providers

Board Members and Trustees

NameTitle
Diana NickelCo-President
Jared BanksCo-President
Kristina BernhardtVice President
Natasha AndersonVice President
Beth LedouxDirector
Christina McKieDirector
Heba TarekDirector
Heidi HummelDirector
Jeff DottsDirector
Jill HughsonDirector
Kara BrunsDirector
Laura KunenDirector
Megan NelsonDirector
Melanie JorgensonDirector
Shannon BarnesDirector
Christel BergAsst. Treasurer
Amy BoelterSecretary
Jackie HillmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$102,637
Program Service Revenue
$71,568
Investment Income
$44
Other Revenue
$20,093
All Other Contributions
$77,107
Change in Net Assets
$45,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,991
Grants and Similar Amounts Paid$41,452
Total Fundraising Expense$503
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,452--$41,452
Other Expenses$5,522--$5,522
Fees for Services Other-$1,946-$1,946
Payments to Affiliates$1,520--$1,520
Fees for Services Accounting-$1,220-$1,220
Advertising$835--$835
Office Expenses-$114$503$617
Insurance-$540-$540
All Other Expenses$369--$369
Information Technology-$355-$355
Fees for Services Legal-$181-$181
Total Functional Expenses$143,584$4,356$503$148,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Olympic View ElementarySeattle, WAGov'tInstructional/ programs support$41,452
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,382
Fundraising Gross Income$15,888
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Happy Hour$30,144$14,610$208$14,402
Fall Carnival$8,874$1,278$1,108$170
Total Events$39,018$15,888$17,382$-1,494
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Membership is open to all Parents, Community members, Teachers, Staff, Grandparents, Guardians, Students and other persons that support and encourage the purpose of PTA.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Members adopt the annual budget, approve the standing rules, elect a nominating committee and elect officers.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Treasurer receives the draft Form 990 that is reviewed against the financial records and then shares the draft with the President(s). Questions and comments are discussed until the draft is final. The Treasurer communicates with the independent accounting firm to file and the President(s) sign the e-file authorization making the Form 990 official. The Form 990 is discussed at a monthly Board meeting after it has been filed.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, conflict of interest policy and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Olympic View Elementary PTA
EIN
23-7194120
Phone
2062525500
Address
504 NE 95th St, Seattle, WA 98115

Signing Officer

Name
Jared Banks
Title
Co-President
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jared Banks
Formed
1994
Legal Domicile
Wa
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
175

Preparer

Firm
Jones & Associates PLLC CPAS
Address
1701 NE 104th Street, Seattle, WA 98125-7646
Preparer
Judy C Jones CPA
Phone
2065255170
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IRS990/Form990PartVIISectionAGrp/PersonNm0Jared Banks
IRS990/Form990PartVIISectionAGrp/PersonNm1Diana Nickel
IRS990/Form990PartVIISectionAGrp/PersonNm2Kristina Bernhardt
IRS990/Form990PartVIISectionAGrp/PersonNm3Natasha Anderson
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IRS990/Form990PartVIISectionAGrp/PersonNm12Kara Bruns
IRS990/Form990PartVIISectionAGrp/PersonNm13Jill Hughson
IRS990/Form990PartVIISectionAGrp/PersonNm14Beth Ledoux
IRS990/Form990PartVIISectionAGrp/PersonNm15Megan Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm16Shannon Barnes
IRS990/Form990PartVIISectionAGrp/PersonNm17Christina McKie
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/OtherExpensesGrp/ProgramServicesAmt26890
IRS990/OtherExpensesGrp/ProgramServicesAmt35522
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IRS990/ProgramServiceRevenueGrp/Desc1Drama
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IRS990/ProgramServiceRevenueGrp/Desc3Social Events
IRS990/ProgramServiceRevenueGrp/Desc4Yearbook
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112485
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24560
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112485
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35672
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44803
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IRS990/PYContributionsGrantsAmt088603
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IRS990/PYInvestmentIncomeAmt0107
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IRS990/PYOtherExpensesAmt0117307
IRS990/PYOtherRevenueAmt015172
IRS990/PYProgramServiceRevenueAmt077034
IRS990/PYRevenuesLessExpensesAmt01406
IRS990/PYTotalExpensesAmt0179510
IRS990/PYTotalRevenueAmt0180916
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IRS990/RelatedEntityInd0false
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$1.34$2.07$0.73
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$2.67$1.44$1.23
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.04$0.73$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.49$0.52$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.68$1.68$1.22$1.29$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.84$1.69$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.94$1.48$0.46
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.81$1.80$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.37$1.43$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.18$1.18$1.22$1.30$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.27$1.20$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$1.19$1.47$1.53$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$1.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$1.24$1.42$0.18